Lightning Experience Reports & Dashboards Specialist Challenge Build Sales Reports

Lightning Experience Reports & Dashboards Specialist Challenge Build Sales Reports



 


Report Folder:-

  • SolarBot Sales Reports

Accounts Without SolarBot Opportunities:-

  • Report on Account Object
  • Report Name:- Accounts Without SolarBot Opportunities
  • Columns:- Account Name,Phone,Type
  • Cross Filter:- without opportunity equals SolarBot
  • Filter :- Show My accounts, Created Date All Time



SolarBot High-Case Candidates:-

  • Report on Cases Object
  • Report Name:- SolarBot High-Case Candidates
  • Columns:- Subject,#Open,#Closed
  • Group By:- Account Name(desending,Sort By Record Count),Phone(Asending,Sort By Record Count)
  • Filter :- Show-> All Cases, Opened Date-> All Time,Units->Hours,Number Of Solarbots->0



SolarBot Warranty Call Sheet:-

  • Report on Account with SolarBots report type
  • Report Name:- SolarBot Warranty Call Sheet
  • Columns:- Account Name,Phone,Warranty expiration,#Under Waranty(Sum)
  • Filter :- Show-> All Accounts, Last Activity-> All Time,Under Waranty?->False




Comments

  1. SuhasOctober 28, 2022 at 6:11 AM

    Please specify the name of the folder in which all the reports need to be saved. I guess you have missed this point.

    ReplyDelete
  2. Tech RiderNovember 2, 2022 at 7:18 AM

    Thanks! Pointing it Out will update

    ReplyDelete

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